PALMER SQUARE CAPITAL MANAGEMENT LLC
Latest filing: May 20, 2025 (58 days ago)
AUM
$27,091,623,176
20% change vs. 1 year ago
56% change vs. 3 years ago
166% change vs. 5 years ago
736% change vs. 10 years ago
Employee Count
71
27% change vs. 1 year ago
78% change vs. 3 years ago
122% change vs. 5 years ago
446% change vs. 10 years ago
Main Office
MISSION WOODS, KS
1900 SHAWNEE MISSION PARKWAY, MISSION WOODS, KS, UNITED STATES, 66205
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $27.1 |
| Non-Discretionary | $0.0 |
| Total | $27.1 |
| Client | AUM |
|---|---|
| Retail | $1.4 |
| Pooled | $24.3 |
| Institutional | $1.4 |
| Total | $27.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 29 | $1.4 |
| Average HNW AUM | $46,800,766 | |
| Retail Total | 29 | $1.4 |
| Average Retail AUM | $46,800,766 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| BNY MELLON | EAST SYRACUSE-NY-USA | $0.6 |
| JP MORGAN PRIVATE BANK | NEWARK-DE-USA | $0.4 |
| THE NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $0.4 |
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.8 |
| Retail SMA AUM | $1.4 |
| Institutional SMA AUM | $1.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 1% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $0.1 |
| HY Credit | 1% | $0.0 |
| Derivatives | 4% | $0.1 |
| Investment Companies | 2% | $0.1 |
| Other Pools | 74% | $2.0 |
| Cash | 15% | $0.4 |
| Other | 0% | $0.0 |
| Total | 100% | $2.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC | $7.8 | 310321 | |
| PALMER SQUARE BDC ADVISOR LLC | $1.4 | 306742 | |
| PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC | $0.1 | 324817 | |
| PALMER SQUARE CAPITAL ADVISORS LLC | $0.0 | - | |
| PALMER SQUARE OPPORTUNISTIC CREDIT FUND GP LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
12 active
| Name | Title |
|---|---|
| LONG, CHRISTOPHER, DALE | CHIEF EXECUTIVE OFFICER, TRUSTEE |
| LONG, ANGIE, KNIGHTON | CHIEF INVESTMENT OFFICER, TRUSTEE |
| BETZ, SCOTT, ANDREW | CHIEF OPERATING OFFICER |
| BLOOMFIELD, MATTHEW, LEE | TRUSTEE |
| FOX, JEFFREY, DOERR | PRESIDENT |
| BRICE, STACY, RENEE | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ANTHONY SCHUETZ | MISSION WOODS | KS | S66|2015-01-26 | ||||||
| CHRISTOPHER LONG | MISSION WOODS | KS | S66|2007-02-01 | ||||||
| JARETT ATKINS | MISSION WOODS | KS | S66|2009-06-12 | ||||||
| MICHAEL ASHTON | MISSION WOODS | KS | S66|2022-09-19 | ||||||
| SAMANTHA LAUER | MISSION WOODS | KS | S66|2022-01-10 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $27.1 | $0.0 | 0% | 71 | 0 | 0% |
| 2025-04-21 | $27.1 | $0.0 | 0% | 71 | 0 | 0% |
| 2024-04-02 | $22.5 | $4.5 | 20% | 56 | 15 | 27% |
| 2023-04-04 | $20.8 | $6.3 | 30% | 48 | 23 | 48% |
| 2022-04-01 | $17.3 | $9.7 | 56% | 40 | 31 | 78% |
| 2021-04-05 | $13.8 | $13.3 | 97% | 33 | 38 | 115% |
| 2020-04-01 | $10.2 | $16.9 | 166% | 32 | 39 | 122% |
| 2019-04-01 | $8.4 | $18.7 | 224% | 29 | 42 | 145% |
| 2018-04-02 | $5.0 | $22.1 | 447% | 23 | 48 | 209% |
| 2017-04-01 | $4.1 | $23.0 | 560% | 20 | 51 | 255% |
| 2016-04-01 | $3.7 | $23.4 | 626% | 23 | 48 | 209% |
| 2015-04-01 | $3.2 | $23.9 | 736% | 13 | 58 | 446% |
| 2014-04-01 | $2.3 | $24.8 | 1085% | 11 | 60 | 545% |
| 2013-04-01 | $0.7 | $26.4 | 3555% | 8 | 63 | 788% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| KS, DE-03/28/2013, KS-01/06/2011 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV